What records should I gather before selling my resort?

A resort has many moving parts: rooms, restaurants, rentals, activities and seasons that behave differently. A single profit statement does not cover everything a buyer will ask. Collecting the records before you list lets you answer questions quickly. Start months early, because pulling a full year of detail from old systems can take longer than you expect.

Occupancy and revenue detail

Build a simple table of occupancy for each unit type and each season, with the matching revenue. Then split revenue by amenity: lodging, food, rentals, activities and retail. Buyers want to see which parts carry the business and which depend on the weather or one event. Reconcile these tables to your accounting statements so the two never disagree.

Booking channel reports

Export reports from each booking site and from your own reservation system. Show where guests came from, how many repeat, and how far ahead they book. Add notes about any channel that changed its terms or ranking. A buyer will read this as a picture of how reliably guests find you, so be accurate.

Repairs, capital work and people

Keep a log of repairs and capital work done, plus a candid list of what is due next. Add the main suppliers with what each provides, and a list of staff roles without names, so you protect confidentiality. Our page on what to check before buying a cottage resort shows what buyers tend to ask about.